ASCEND PRIVATE WEALTH MANAGEMENT

ASCEND PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 334750). Regulatory assets under management: $273K.

Registration

• CRD: 334750
• Type: Registered investment adviser
• Phone: 970-682-0321
• Latest filing: 2026-04-03
• Regulatory AUM: $273K
• Discretionary AUM: $273K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334750 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search